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MUFG Union Bank Shared Services Operations Professional I in Sacramento, California

Shared Services Operations Professional I - 10047308-WD


Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2020).In the Americas, we’re 13,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It’s part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We’re a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.

Shared Services Operations Professional

Job Summary

This Analyst position within Static, Statements & Custodian under Operations Division is to oversee the offshoring Static unit, including Dodd Frank (DFA) processes that are performed by the offshore team. Also to support onshore Static and Dodd Frank processes. Support Statements team during seasonal activity. Major support for projects and initiatives within the department. Staff coverage, maintain control and error free environment. Verify and at times log and creating Balance Confirmations for clients and their auditors for various bank products. Already have and develop subject matter expertise of customer products, services and systems used for these products, including compliance and surveillance initiatives related to Dodd-Frank Act (DFA), specific to Title VII. Process ownership is embraced.

Work within Front/Middle departments to transition existing and new processes related to static, Dodd Frank and customer statements and continue to ensure outstanding customer service. Coordinate meetings/projects to improve customer satisfaction and business performance. Create opportunity by streamlining manual processes, supplying accurate requirements for these ad hoc enhancements to the appropriate resources within the bank. Support the development and validation of quality assurance, plans, test strategies and other DFA project deliverables


  • Mailbox control, prioritize and delegation. Hold accountability for static setups. Manage offshore team for MUB and MUBK process, including DFA.

  • Subject matter export for credit, treasury and derivative products – client inquires, troubleshooting inquires and managing issues with immediate attention

  • Mailbox control, prioritize and delegation, immediate action and turnaround

  • Manage and control new process

  • Governance of all DFA activities and manage DFA incoming client inquires timely and accurately

  • Support influx of statements during peak season. Train and be prepared for this role before December. Verify, sign and at times create customer balance confirmations, scheduled requests and ad hoc requests.

  • Accountable for the accuracy of the statement delivered internally and externally; safeguard data according to Information Security Policy

  • Identify risk in the process and escalate issues appropriately to management

  • Communicate with Management and Business Lines on statement processes, changes, issues and delays in SLA

  • Create and maintain relationships with business lines, understand their customer base, direction and sensitivity base

  • Strong attention and accountability in data quality of static setups and statements

  • Control and manage workflow on peak months; Jan, Feb, Apr as well as first business day of the month

  • Coordinate testing with all branches and promote timely turnaround for implementation for all processes.

  • Improve and streamline current process where possible, including creating synergies with other teams that support statement delivery

  • Maintain and update customer documentation/procedures as needed and annually, identify differences by MUFG Branch, US and Japanese

  • Evaluate all other department statement processes and create plan for transition

  • Lead ad hoc customer projects and testing


  • At least 3 years’ experience communicating with customers and trading desks, adhering to sending process of confidential information (US and Japanese clientele)

  • This position requires motivation and excellent verbal and written communication

  • Ability to initiate collaboration with various departments and manage multiple changing priorities and processes

  • Strong analytical ability, attention to detail and problem-solving skills

  • Strong time management, prioritization, work organization and multi-tasking skills

  • Understanding of SQL and the ability to write queries for data analysis a plus

  • Proficiency in MS Office – Excel, Access, PowerPoint, Word. Business Objects a plus.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

Job : Operations

Primary Location : CALIFORNIA-Sacramento

Job Posting : Oct 12, 2021, 8:42:40 AM

Shift: : Day

Schedule: : Full Time

Req ID: 10047308-WD